At Capital City Investments, our advisors are experienced, knowledgeable investment and retirement-planning professionals who aim to provide a superior wealth-management experience. We strive to deliver on our promise by providing personalized advice, taking an informed approach through education and careful analysis, and offering comprehensive choices for financial products and services, all while maintaining strict confidentiality as a partner with your best interests in mind.


Professional, Personalized Advice
Receive advice and recommendations personalized for your individual or business goals and financial situation.

An Educated Approach
Our advisors are Registered Representatives of LPL Financial and receive in-depth, current training on investments, insurance, financial planning and retirement planning.

Careful Analysis
We use state-of-the art technology to analyze opportunities, develop your plan and evaluate results on a continuous basis so you can be confident that as your financial picture evolves, so does your wealth plan.

Comprehensive Financial Choices
Choose from an extensive selection of investment, insurance and other products or services to complement your financial situation.

The more information you share, the better we can analyze your financial situation. And the more thorough our analysis, the better we can help you reach your financial goals. All information you share with us is kept strictly confidential, as required by law. We guarantee to serve you with respect, trust and integrity.

A Trusted Partner
Working toward your goals is easier when you're not alone. Our financial advisors get to know you and your financial picture so you can be sure you're getting the best financial advice and service available from a partner who has your best interests in mind. 

About Our ApproachMeet Our Advisors